【Company Research】JD.com (JD US) - Expecting solid 4Q24 results driven by home appliance trade-in program |
【Sector Research】Semiconductors - TSMC: Surging AI demands propelled strong results and guidance |
【Company Research】WuXi Biologics (2269 HK) - Promising demand boding well for 2025 |
【Company Research】iQIYI (IQ US) - Membership and ad businesses remain under pressure; eye on short-drama development |
【Company Research】Dmall Inc (2586 HK) - End-to-end retail digitalization enabler |
【Sector Research】Capital Goods - Export volume growth across all machines in Dec |
【Company Research】Baidu (BIDU US) - Solid cloud revenue growth a bright spot in the stage of business adjustment |
【Company Research】Q-Tech (1478 HK) - Beneficiary of China smartphone subsidies; Raise TP to HK$6.79 |
【Company Research】BeiGene (ONC US) - Inflection point arrives: operating breakeven in 2025E |
【Sector Research】Technology - 4Q24 global smartphone shipments ahead; Xiaomi/Vivo outperformed Apple/Samsung |